Elliott Stanley is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 10 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
80 State Street, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elliott is a boxing coach at Schotts Boxing, dedicating about 10-20% of his time to teaching classes and private lessons. He is also an Investment Advisor Representative (IAR) at PKS Advisory Services, LLC, spending about a quarter of his time on advisory services.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations2 states
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